JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VACI.U
4001
Viking Acquisition Corp I Units
VACI.U
$504K ﹤0.01%
+50,000
SKYQ
4002
Sky Quarry Inc
SKYQ
$8.46M
$503K ﹤0.01%
2,249,882
IQDF icon
4003
FlexShares International Quality Dividend Index Fund
IQDF
$1.07B
$503K ﹤0.01%
16,532
+51
DNMXU
4004
Dynamix Corporation III Unit
DNMXU
$177M
$503K ﹤0.01%
+50,000
APXTU
4005
Apex Treasury Corp Units
APXTU
$253M
$503K ﹤0.01%
+50,000
IGACU
4006
Invest Green Acquisition Corp Units
IGACU
$151M
$502K ﹤0.01%
+50,000
FXU icon
4007
First Trust Utilities AlphaDEX Fund
FXU
$869M
$501K ﹤0.01%
11,141
+1,672
ROOT icon
4008
Root
ROOT
$910M
$501K ﹤0.01%
6,941
+988
HCACU
4009
Hall Chadwick Acquisition Corp Unit
HCACU
$501K ﹤0.01%
+50,000
KOD icon
4010
Kodiak Sciences
KOD
$1.35B
$501K ﹤0.01%
17,905
+4,711
AEAQU
4011
Activate Energy Acquisition Corp Unit
AEAQU
$207M
$500K ﹤0.01%
+50,000
BLRKU
4012
Bluerock Acquisition Corp Unit
BLRKU
$500K ﹤0.01%
+50,000
BCAR
4013
D. Boral ARC Acquisition I Corp
BCAR
$417M
$500K ﹤0.01%
+49,844
BIXIU
4014
Bitcoin Infrastructure Acquisition Corp Unit
BIXIU
$498K ﹤0.01%
+50,000
TWLVU
4015
Twelve Seas Investment Company III Units
TWLVU
$498K ﹤0.01%
+50,000
XPRO icon
4016
Expro
XPRO
$1.85B
$496K ﹤0.01%
37,177
-5,553
UTI icon
4017
Universal Technical Institute
UTI
$1.67B
$493K ﹤0.01%
18,880
-242
TDVG icon
4018
T. Rowe Price Dividend Growth ETF
TDVG
$1.26B
$493K ﹤0.01%
10,961
-768
SPCE icon
4019
Virgin Galactic
SPCE
$187M
$492K ﹤0.01%
153,420
+153,100
BPRE
4020
Bluerock Private Real Estate Fund
BPRE
$492K ﹤0.01%
+32,800
OSS icon
4021
One Stop Systems
OSS
$213M
$491K ﹤0.01%
+68,394
BZUN
4022
Baozun
BZUN
$155M
$487K ﹤0.01%
183,256
-40,449
NVAX icon
4023
Novavax
NVAX
$1.41B
$485K ﹤0.01%
72,205
-813
NOMD icon
4024
Nomad Foods
NOMD
$1.89B
$484K ﹤0.01%
38,718
+27,188
PEY icon
4025
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.08B
$483K ﹤0.01%
23,699
+5,185